TA
CAT icon

Townsend & Associates’s Caterpillar CAT Stock Holding History

Townsend & Associates’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$634K Sell
734
-31
-4% -$27.2K 0.05% 75
2026
Q1 		$619K Hold
765
– – 0.05% 74
2025
Q4 		$495K Buy
765
+65
+9% +$36.1K 0.04% 81
2025
Q3 		$369K Buy
+700
New +$299K 0.04% 88

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Townsend & Associates's CAT Position: Q2 2026 in Review

Townsend & Associates reduced its Caterpillar (CAT) stake by 4.1% in Q2 2026, selling an estimated $27.2K and leaving 734 shares worth $634K. The position accounts for 0.05% of the portfolio, ranked #75.

Townsend & Associates first reported a position in CAT in Q3 2025 and has held it in 4 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Townsend & Associates held 734 shares of Caterpillar worth $634K as of Q2 2026.
  • Townsend & Associates sold 31 Caterpillar shares in Q2 2026, an estimated $27.2K.
  • Caterpillar made up 0.05% of Townsend & Associates's portfolio in Q2 2026, its #75 holding.
  • Townsend & Associates first reported a position in Caterpillar in Q3 2025 and has held it in 4 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Townsend & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.